Defining the Goal Build an investment portfolio that outpaces inflation, securing annual returns higher than 5%. Key Performance Indicators (KPIs) To stay on track, I’ve set three KPIs as my guiding stars: Meeting these targets ensures I’m not just treading water but actively steering my financial ship towards success. Investment Categories I’ve embraced the Core-Satellite […]
Over the past six months, the performance of the Wikifolio has shown a relatively stable trend. The price has remained within a range of 70 to 75 EUR. The year-to-date performance stands at 15.4%, slightly outperforming a Core MSCI World ETF which posted a 12.9% return. — Following my predefined rebalancing strategy, I made the […]
I’m pleased to share that my portfolio has shown strong growth this year, with a remarkable 15.5% increase year-to-date. During the initial six months, I enjoyed consistent positive developments that fueled this growth. However, it’s worth noting that July brought about a minor setback, primarily due to the currency dynamics between NOK and USD. This […]
The price for the Tobinvest Global Stockpicking Wikifolio continued to increase through the 2nd quarter 2023. The investable certificate increased with 18.4% year-to-date. The price is 72.65 EUR now. The increase so far this year, and the general marked development, are beyond my expectations. — As mentioned in the blog post from April, I executed […]
Last week in March was very positive for my portfolios, positive returns in every month this year (so far). Wikifolio Global Stock Picking Tobinvest The Wikifolio is up 16.7% YTD and had a nice rebound after 2022. The price is 71€ now, up from 61€ last quarter. Long-term development of the Wikifolio-certificate is still weak, […]
I’m invested in Cloudflare through my Wifolio-certificate. Pr December 2022 Cloudflare had a share of 2.8% of the Wikifolio. Pr today I lost 46,3% with this position. This is no investment advice. Cloudflare is a global network designed to make everything you connect to the Internet secure, private, fast, and reliable. (cloudflare.com) – – Cloudflare […]
The 4th quarter finished with a weak month, just in December the Wikifolio was 7.8% down. During 2022 the Wikifolio lost 41.6%. Starting with a price over 100 €, the price is 61 € now. – Volatility in the Wikifolio followed Big Tech and Tech Growth investments in 2022, not the best place to be […]
Summary 2022 The value of the Tobinvest-portfolio decreased 3.7% in 2022. While returns were lower than expected, the savings exceeded the expectations this year. Without deposits from savings, the portfolio returns were -13,6%. Overall, a poor development in a weak period for financial markets. Inflation was extremely high this year, year-to-year inflation for November was […]
We have had some turbulent times in the financial markets this year. My Wikifolio Global Stock Picking Tobinvest was down to 67€ at the end of June, at the end of September we are again at 67€ – nothing happened the last 3 months 😉 Except that the Wikifolio was up to 85€ in mid August. […]
Status portfolio No positions were sold since Easter. There are still the same positions in my portfolio. The holding part of my strategy works fine. While the Technology and the Growth sector was losing market cap in the second quarter, I added to my Satellite positions. I invested, as planned, in the ETF`s , Gaming […]